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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

DFS holding history

Discover Financial Services in every 13F filed by Mutual Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of DFS by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,080−100.0%Sold outHolders
Q1 20242,080$272.7K<0.1%−1,503−41.9%ReducedHolders
Q4 20233,583$402.8K<0.1%−810−18.4%ReducedHolders
Q3 20234,393$380.6K<0.1%+818+22.9%AddedHolders
Q2 20233,575$417.8K<0.1%+644+22.0%AddedHolders
Q1 20232,931$289.7K<0.1%−56−1.9%ReducedHolders
Q4 20222,987$292.2K<0.1%−16−0.5%ReducedHolders
Q3 20223,003$273.0K<0.1%−14−0.5%ReducedHolders
Q2 20223,017$285.0K<0.1%−13−0.4%ReducedHolders
Q1 20223,030$334.0K<0.1%−276−8.3%ReducedHolders
Q4 20213,306$382.0K<0.1%−191−5.5%ReducedHolders
Q3 20213,497$430.0K<0.1%−142−3.9%ReducedHolders
Q2 20213,639$430.0K<0.1%+49+1.4%AddedHolders
Q1 20213,590$341.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.